WAS

Winch Advisory Services Portfolio holdings

AUM $452M
1-Year Est. Return 17.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.17M
3
+$1.95M
4
NVDA icon
NVIDIA
NVDA
+$325K
5
AMZN icon
Amazon
AMZN
+$232K

Top Sells

1
+$3.93M
2
+$2.97M
3
+$936K
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$811K
5
MMM icon
3M
MMM
+$84K

Sector Composition

1 Technology 19.02%
2 Financials 10.08%
3 Consumer Discretionary 9.97%
4 Communication Services 7.87%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1K ﹤0.01%
32
402
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7
403
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+104
404
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21
405
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21
406
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30
407
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141
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7
409
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28
410
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36
411
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10
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412
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415
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13
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43
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+28
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10
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420
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5
421
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100
422
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442
423
$1K ﹤0.01%
609
424
$1K ﹤0.01%
+24
425
$1K ﹤0.01%
89
15 16
17
18 19